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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,871 | $61,125-65.9% | $94,057-77.8% | $87,485-76.1% |
| Participation rate | 25.8% | 64.1%-38.3pp | 73.3%-47.6pp | 68.9%-43.2pp |
| Annual return | 7.58% | 35.20%-27.6pp | 480.62%-473.0pp | 26.06%-18.5pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,538 | $3,260-52.8% | $4,709-67.4% | $4,274-64.0% |
| Admin fee / account holder | $13,029 | $5,629+131.5% | $7,244+79.8% | $7,775+67.6% |